Heritage Family Offices’s Abbott ABT Stock Holding History

Heritage Family Offices’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,628	Closed	-$270K	–	234
2026 Q1	$270K	Sell	2,628 -10,706	-80%	-$1.21M	0.12%	159
2025 Q4	$1.67M	Sell	13,334 -1,119	-8%	-$143K	0.76%	32
2025 Q3	$1.94M	Sell	14,453 -358	-2%	-$47K	0.9%	26
2025 Q2	$1.94M	Buy	14,811 +3	+0%	+$396	0.98%	22
2025 Q1	$1.96M	Buy	14,808 +7,180	+94%	+$914K	1%	24
2024 Q4	$863K	Buy	7,628 +1,441	+23%	+$167K	0.43%	55
2024 Q3	$705K	Sell	6,187 -32	-0.5%	-$3.51K	0.36%	62
2024 Q2	$646K	Buy	+6,219	New	+$659K	0.36%	65

Other funds holding ABT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Family Offices's ABT Position: Q2 2026 in Review

Heritage Family Offices sold out of Abbott (ABT) in Q2 2026, closing a stake of 2,628 shares — an estimated $270K sold.

Heritage Family Offices first reported a position in ABT in Q2 2024 and held it in 8 quarters. The position peaked at $1.96M in Q1 2025. 2,975 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Heritage Family Offices reported no remaining Abbott position as of Q2 2026 after selling out during the quarter.
Heritage Family Offices sold 2,628 Abbott shares in Q2 2026, an estimated $270K.
Heritage Family Offices first reported a position in Abbott in Q2 2024 and held it in 8 quarters.
Heritage Family Offices's Abbott position peaked at $1.96M in Q1 2025.
2,975 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.